What's New in CLM Documentation

The following section lists changes in the documentation to support each release.

Document	Publication Date	Topic	Description
202406.1.0	21 Jun 2024	Sending a Contract for Simple Review	Modified topic - To send a contract document for review section modified to mention the option to toggle between the view and the display of review status in Available Documents section. The note in To send a contract document for review section updated for contract document selection condition. The description at the end of the section updated to remove the content about separate emails sent for each selected contract-document-type document.
		Sending a Contract for Microsoft 365 Review	Modified topic - To send a contract document for review section modified to mention the option to toggle between the view and the display of review status in Available Documents section. The note in To send a contract document for review section updated for contract document selection condition.
		Contract Rules	Modified topic - Added To clone a contract rule section
		Viewing Activity History	Modified topic - Contract creation actions added to the list of activities displayed in the history.

Document	Publication Date	Topic	Description
202405.2.0	22 Jun 2024	Configuring Reminders and Expiration Notifications	New topic
		Configuring DocuSign Parameters in Conga Platform	Modified topic - Added steps for Reminders and Expirations configuration
		Sending Documents for eSignature with DocuSign	Modified topic - Added steps for Reminders and Expirations configuration
		Contract Rules	New topic
		Use Case for Contract Rules	New topic
		Submitting a Document Generation Request	New topic
		Bulk Import APIs	APIs introduced: DEL api/clm/v1/import/jobs/{{jobId}} GET api/clm/v1/import/jobs/{{jobId}}/batch/{{batchId}}
		Submit Request API	POST api/clm/v1/contracts/{contractId}/submitrequest
		Creating a Contract	A table added to describe the actions available after contract creation. Added a line about tooltip in "Visibility into the contract lifecycle stage" section. RN description added.
		Importing Bulk Data	Modified topic - Added descriptions for refreshing the file status, downloading the error log, and deleting a file.
		Sharing Records with Users	New topic
		Reports and Dashboards	New topic
		Working with Conga Copilot	New topic
		Working with Related Items	New topic
		Copilot APIs	APIs introduced: POST /api/clm/v1/contracts/{CONTRACT_ID}/copilot/{DOCUMENT_ID}/summarize POST /api/clm/v1/contracts/{CONTRACT_ID}/copilot/{DOCUMENT_ID}/chat
		Editing a Contract Request	Modified topic - Added a note about editing a contract name.

Document	Publication Date	Topic	Description
202405.1.0	08 Jun 2024	Recall a Signature Request	New topic
		Configuring Reminders and Expiration Notifications	New topic
		Sending Documents for eSignature with DocuSign	Modified topic - Added for the option to send the document directly to the recipient bypassing the DocuSign Console.
		Contract Fields	Modified topic - Added information about email notification for Termination Notice Days. Added information about email notification for Expiration Notice Days. Updated descriptions for Contract Start Date and Contract End Date to add information related to Fixed Term term type contracts.
		Managing Notifications	New topic
		Searching Contract Documents	Modified topic - Added a topic to search contract documents across multi-objects.
		Creating a Contract	Modified topic - Added 'Visibility into contract lifecycle stage' section.
		Activating a Contract	Modified topic - Prerequisites section updated about start date and end date modified.
		Configuring a Page Layout	Modified topic - Added information about assigning page layouts based on record type and user profile.

Document	Publication Date	Topic	Description
202404.2.0	25 May 2024	Deleting a Clause	Modified topic - Added a note that you cannot delete an alternate clause associated with a standard clause,
		Managing Views	New topic
		General Settings	Modified Document Naming Convention setting

Document	Publication Date	Topic	Description
202404.1.0	11 May 2024	Creating a Contract Request	Modified topic - Added note at the end of the page on: Creating multiple contract requests with "In progress" status. Editing an "In progress" contract request.
		Contract APIs	APIs introduced: POST api/clm/v1/esignatures GET api/clm/v1/esignatures/signertypes
		Configuring DocuSign Parameters in Conga Platform	Added a step to turn on or off the DocuSign Templates Enabled toggle.
		Sending Documents for eSignature with DocuSign	Added a step to select a template from the Apply Templates dropdown.

Document	Publication Date	Topic	Description
202403.3.0	18 Apr 2024	Generating a Contract Document	Modified topic - updated the note about document format selection.
		Regenerating a Contract Document	Modified topic - Updated the note about document format selection.
		Working with In Effect View	Modified topic - Updated the "To view contract documents" section to include the link to download document
		Template Filter Rules	Modified topic - Updated use case for setting up user-defined filters to narrow the list of templates
		Sending a Contract for Simple Review	Modified topic - Added information about sequential increment of review cycle count
		Sending a Contract for Microsoft 365 Review	Modified topic - Added information about sequential increment of review cycle count
		Configuring Adobe Sign Parameters in Conga Platform Viewing a Signed Document with Adobe Sign	Modified topic - Added a description for Retrieve as Combined Document setting
		Configuring DocuSign Parameters in Conga Platform Viewing a Signed Document with DocuSign	Modified topic - Added a description for Retrieve as Combined Document setting

Document	Publication Date	Topic	Description
202403.2.0	03 Apr 2024	Template Filter Rules	New topic
		Setting Up Template Filter Rules	New topic
		Configuring a Page Layout	New topic
		Viewing Contract Documents	New topic

Document	Publication Date	Topic	Description
202403.1.0	20 Mar 2024	Deleting an Incoming Request	New topic.
		Searching Clauses	Modified topic - Added a note about searching Standard or Alternate clauses by filtering Clause Format as X-Author or Web
		Editing a Clause	Modified topic - Added a note on maximum number of 20000 characters can be entered in the clause text.
		Importing Offline Documents	Modified topic - Updated the note to specify upload size limit.
		Approval Rules	New topic.
		Contract Fields	Modified topic - Added the approval statuses to the contract fields list.
		Preview and Submit	Modified topic - Preview and submit an approval request from the Contract Details page.
		My Approvals	Modified topic -Accessing the My Approvals page from the Contract Details page.

Document	Publication Date	Topic	Description
202402.2.0	06 Mar 2024	Creating an Account	Modified topic: Added details about selecting contacts as a primary point of contact for the account. Added details about selecting currency for an account from a picklist instead of manually entering it.
		Working with Contract Terms	Modified topic - Contract End Date auto-calculation related information added to the notes for 'Fixed term' and 'Auto Renew' contract term type.
		Importing Offline Documents	Modified topic - Added Restriction section.
		Sending a Contract for Simple Review Sending a Contract for Microsoft 365 Review	Modified topic - Added details about the enhanced confirmation message displayed upon review completion.
		Searching Clauses	Modified topic - Added details about searching X-Author standard clause or alternate clause.
		Editing a Clause	Modified topic - Added details about editing an X-Author standard clause.

Document	Publication Date	Topic	Description
202402.1.0	21 Feb 2024	Deleting Accounts	Modified topic. Added details about deleting multiple accounts from the Accounts list.
		Deleting Contacts	Modified topic. Added details about deleting multiple contact from the Contacts list.
		Exporting Contract Details	New topic.
		Working with In-Effect View	Modified topic. Added details about Contract Number and Contract Name links to view the contract in a new window.

Document	Publication Date	Topic	Description
Februrary'24	07 Feb 2024	Managing Accounts	New topic.
		Accounts Interface	New topic.
		Creating an Account	New topic.
		Deleting an Account	New topic.
		Searching Accounts	New topic.
		Managing Account's Contact Details	New topic.
		Managing Account's Contract Details	New topic.
		Managing Contacts	New topic.
		Contacts Interface	New topic.
		Creating a Contact	New topic.
		Deleting a Contact	New topic.
		Searching Contacts	New topic.
		Managing Contact's Contract Details	New topic.
		Working with Contract Requests	New topic.
		Contract Requests Interface	New topic.
		Creating a Contract Request	New topic.
		Searching Contract Requests	New topic.
		Managing Incoming Requests	New topic.
		Using Smart Search	New topic.
		Searching Contract Documents	New topic.
		Previewing Contract Documents	New topic.
		Exporting Contract Documents	New topic.
		Configuring the Approval Workflow	New topic.
		Creating an Approval Flow	New topic.
		Working with Approvals	New topic.
		Preview and Submit	New topic.
		My Approvals	New topic.
		Importing Bulk Data	New topic.
		Viewing Recently Viewed Contracts	New topic.
		Changing a Contract's Ownership	New topic.
		Deleting a Contract	New topic.
		Defining Clone specifications	Modified topic.
		Sending a Contract for Simple Review	Modified topic.
		Sending a Contract for Microsoft 365 Review	Modified topic.
		Finalizing a Contract	Modified topic.
		Creating a Contract	Modified topic.
		General Settings	Modified topic.
		Viewing Activity History	Modified topic.
		Contract Status Categories and Statuses	Modified topic.
		Contracts APIs	Modified topic.

Document	Publication Date	Topic	Description
October '23	03 Oct 2023	Activating a Contract	Modified topic.
		Adding Line Items	New topic.
		Availability of Contract Actions	New topic.
		Configuring a Default Signature Option	New topic.
		Contract Fields	Modified topic.
		Creating a Contract	Modified topic.
		General Settings	Modified topic.
		Generating a Contract Document	Modified topic.
		Generating Supporting Documents	Modified topic.
		Importing Documents using Intelligent Import	Modified topic.
		Importing Offline Documents	Modified topic.
		Joining Documents	New topic.
		Regenerating a Contract Document	New topic.
		Searching Contract Documents	New topic.
		Sending a Contract for Office 365 Review	Modified topic.
		Sending a Contract for Simple Review	Modified topic.
		Sending a Contract for Wet Signatures	Modified topic.
		Setting Up Document Format	Modified topic.
		Setting Up Document Protection	Modified topic.
		Using Clause Library	New topic.
		Viewing Activity History	New topic.
		Working with Clauses	Modified topic.
		Working with Contract Terms	New topic.
		Working with In Effect View	New topic.
		Contract APIs	Modified topic.

Document	Publication Date	Topic	Description
June '23	07 Jun 2023	Document Protection Setup	New topic.
		Post-Contract Lifecycle Actions	New topic.
		Contract Status Categories and Statuses	New topic.
		Activating a Contract	Modified topic. Added details about post-contract lifecycle actions.
		General Settings	New topic.
		Document Versioning	New topic.
		Preparing for Microsoft 365 Reviews	New topic.
		Configuring Microsoft 365 Connections	New topic.
		Sending a Contract for Simple Review	Modified topic. Added details about label changes.
		Sending a Contract for Microsoft 365 Review	Modified topic. Added details about label changes.
		Creating a Contract	Modified topic. Added details about label changes.
		PDF Security Settings	New topic.
		Searching Contracts	New topic.
		Document Format Setup	New topic.
		Generating a Contract Document	New topic.
		Generating a Contract Document	New topic.
		Marking Required and Editable Fields on the Contract Details Page	New topic.
		Defining Clone Specifications	New topic.
		Document Versions	New topic.
		Generating Supporting Documents	New topic.
		Regenerating a Contract Document	New topic.
		Sending a Contract for Wet Signatures	New topic.
		Working with Dashboard	New topic.
		Viewing Contract Hierarchy	New topic.
		Working with Clauses	New topic.
		Setting Up Conga Contract Intelligence (CCI)	New topic.
		Importing Documents Using Intelligent Import	New topic.

Document	Publication Date	Topic	Description
February '23	08 Feb 2023	All topics are new in this release	N/A